WealthPLAN Partners, LLC
- SEC CIK
- 0001639943
- 最新申報
- 2026/7/28
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/10 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 1,323
- 較 2022 年第 4 季 +928
- 總值
- $8.79 億
- 較 2022 年第 4 季 −$5.52 億 (−38.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| LOGILogitech International S.A. | SHS | 132 | $7,664 | <0.1% | +132 | 新進 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 69 | $7,790 | <0.1% | +69 | 新進 | 歷史 |
| MASMasco Corp | COM | 160 | $7,955 | <0.1% | +160 | 新進 | 歷史 |
| ETF Ser Solutions26922A172 | NATIONWIDE RSK | 405 | $7,960 | <0.1% | +405 | 新進 | – |
| ARLPAlliance Resource Partners LP | Stock | 400 | $8,068 | <0.1% | +400 | 新進 | 歷史 |
| SNPSSynopsys Inc | COM | 21 | $8,111 | <0.1% | +21 | 新進 | 歷史 |
| CVLTCommvault Systems Inc | COM | 143 | $8,114 | <0.1% | +143 | 新進 | 歷史 |
| AVTRAvantor, Inc. | COM | 384 | $8,118 | <0.1% | +384 | 新進 | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 511 | $8,156 | <0.1% | +511 | 新進 | – |
| INGING Groep NV | SPONSORED ADR | 688 | $8,167 | <0.1% | +688 | 新進 | 歷史 |
| MTCHMatch Group, Inc. | COM | 213 | $8,177 | <0.1% | +213 | 新進 | 歷史 |
| BCBrunswick Corp | COM | 100 | $8,200 | <0.1% | +100 | 新進 | 歷史 |
| EPREpr Properties | COM SH BEN INT | 216 | $8,230 | <0.1% | +216 | 新進 | 歷史 |
| LAZLazard, Inc. | SHS A | 250 | $8,278 | <0.1% | +250 | 新進 | 歷史 |
| KRPKimbell Royalty Partners, LP | UNIT | 545 | $8,294 | <0.1% | +545 | 新進 | 歷史 |
| CACICACI International Inc | CL A | 28 | $8,296 | <0.1% | +28 | 新進 | 歷史 |
| Advisorshares Tr00768Y438 | Q DYNAMIC GROWTH | 332 | $8,357 | <0.1% | +332 | 新進 | – |
| MTBM&T Bank Corp | COM | 70 | $8,370 | <0.1% | +70 | 新進 | 歷史 |
| Pacer FDS Tr69374H709 | GLOBL CASH ETF | 249 | $8,374 | <0.1% | +249 | 新進 | – |
| AWIArmstrong World Industries Inc | COM | 118 | $8,406 | <0.1% | +118 | 新進 | 歷史 |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 205 | $8,438 | <0.1% | +205 | 新進 | – |
| HOGHarley-Davidson, Inc. | COM | 222 | $8,444 | <0.1% | +222 | 新進 | 歷史 |
| MLIMueller Industries Inc | COM | 116 | $8,524 | <0.1% | +116 | 新進 | 歷史 |
| GTLSChart Industries Inc | COM | 68 | $8,527 | <0.1% | +68 | 新進 | 歷史 |
| IRIngersoll Rand Inc. | COM | 147 | $8,552 | <0.1% | +147 | 新進 | 歷史 |
| DELLDell Technologies Inc. | Stock | 213 | $8,571 | <0.1% | +213 | 新進 | 歷史 |
| NMIHNMI Holdings, Inc. | COM | 384 | $8,575 | <0.1% | +384 | 新進 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 70 | $8,660 | <0.1% | +70 | 新進 | – |
| FFIVF5, Inc. | Stock | 60 | $8,741 | <0.1% | +60 | 新進 | 歷史 |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 626 | $8,758 | <0.1% | +626 | 新進 | 歷史 |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 75 | $8,768 | <0.1% | +75 | 新進 | – |
| HPEHewlett Packard Enterprise Co | COM | 554 | $8,825 | <0.1% | +554 | 新進 | 歷史 |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 198 | $8,840 | <0.1% | +198 | 新進 | – |
| SPHRSphere Entertainment Co. | CL A | 150 | $8,861 | <0.1% | +150 | 新進 | 歷史 |
| NTRNutrien Ltd. | COM | 120 | $8,862 | <0.1% | +120 | 新進 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 176 | $8,863 | <0.1% | +176 | 新進 | 歷史 |
| DCPDCP Midstream, LP | COM UT LTD PTN | 213 | $8,886 | <0.1% | +213 | 新進 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 97 | $8,907 | <0.1% | +97 | 新進 | – |
| CASHPathward Financial, Inc. | COM | 215 | $8,920 | <0.1% | +215 | 新進 | 歷史 |
| NDAQNasdaq, Inc. | COM | 165 | $9,021 | <0.1% | +165 | 新進 | 歷史 |
| GPNGlobal Payments Inc | Stock | 86 | $9,051 | <0.1% | +86 | 新進 | 歷史 |
| ECLEcolab Inc. | Stock | 55 | $9,104 | <0.1% | +55 | 新進 | 歷史 |
| PCYOPure Cycle Corp | COM NEW | 968 | $9,148 | <0.1% | +968 | 新進 | 歷史 |
| DOCHealthpeak Properties, Inc. | COM | 422 | $9,271 | <0.1% | +422 | 新進 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 26 | $9,298 | <0.1% | +26 | 新進 | 歷史 |
| COOCooper Companies, Inc. | COM NEW | 25 | $9,334 | <0.1% | +25 | 新進 | 歷史 |
| CORCencora, Inc. | Stock | 59 | $9,446 | <0.1% | +59 | 新進 | 歷史 |
| HIHillenbrand, Inc. | COM | 200 | $9,506 | <0.1% | +200 | 新進 | 歷史 |
| DRIDarden Restaurants Inc | COM | 62 | $9,620 | <0.1% | +62 | 新進 | 歷史 |
| MOHMolina Healthcare, Inc. | COM | 36 | $9,630 | <0.1% | +36 | 新進 | 歷史 |
| ProShares Tr74347G804 | K1 FRE CRD OIL | 227 | $9,641 | <0.1% | +227 | 新進 | – |
| CFGCitizens Financial Group Inc | COM | 321 | $9,737 | <0.1% | +321 | 新進 | 歷史 |
| AMCAMC Entertainment Holdings, Inc. | CL A COM | 1,948 | $9,759 | <0.1% | +1,948 | 新進 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 50 | $9,764 | <0.1% | +50 | 新進 | – |
| COLBColumbia Banking System, Inc. | COM | 456 | $9,768 | <0.1% | +456 | 新進 | 歷史 |
| RMTRoyce Micro-Cap Trust, Inc. | COM | 1,121 | $9,831 | <0.1% | +1,121 | 新進 | 歷史 |
| GPMTGranite Point Mortgage Trust Inc. | COM STK | 2,000 | $9,920 | <0.1% | +2,000 | 新進 | 歷史 |
| VODVodafone Group Public Ltd Co | ADR | 902 | $9,959 | <0.1% | +902 | 新進 | 歷史 |
| Assure Hldgs Corp04625J303 | COM | 3,000 | $9,960 | <0.1% | +3,000 | 新進 | – |
| CHICalamos Convertible Opportunities & Income Fund | SH BEN INT | 947 | $9,964 | <0.1% | +947 | 新進 | 歷史 |
| SHYFShyft Group, Inc. | COM | 440 | $1.00 萬 | <0.1% | +440 | 新進 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 38 | $1.00 萬 | <0.1% | +38 | 新進 | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 33 | $1.00 萬 | <0.1% | +33 | 新進 | 歷史 |
| VTRSViatris Inc | Stock | 1,045 | $1.01 萬 | <0.1% | +1,045 | 新進 | 歷史 |
| HEHawaiian Electric Industries Inc | COM | 263 | $1.01 萬 | <0.1% | +263 | 新進 | 歷史 |
| OVVOvintiv Inc. | COM | 280 | $1.01 萬 | <0.1% | +280 | 新進 | 歷史 |
| GGenpact LTD | SHS | 220 | $1.02 萬 | <0.1% | +220 | 新進 | 歷史 |
| DOVDOVER Corp | COM | 67 | $1.02 萬 | <0.1% | +67 | 新進 | 歷史 |
| EXELExelixis, Inc. | COM | 525 | $1.02 萬 | <0.1% | +525 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740F474 | FT VEST US EQT | 336 | $1.02 萬 | <0.1% | +336 | 新進 | – |
| Invesco Exch Traded FD Tr II46138E149 | S&P SMLCP HELT | 78 | $1.02 萬 | <0.1% | +78 | 新進 | – |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 325 | $1.03 萬 | <0.1% | +325 | 新進 | – |
| PSECProspect Capital Corp | COM | 1,491 | $1.04 萬 | <0.1% | +1,491 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 451 | $1.05 萬 | <0.1% | +451 | 新進 | – |
| MRNAModerna, Inc. | Stock | 69 | $1.06 萬 | <0.1% | +69 | 新進 | 歷史 |
| PHKPIMCO High Income Fund | COM SHS | 2,252 | $1.07 萬 | <0.1% | +2,252 | 新進 | 歷史 |
| SPDR Series Trust78464A581 | ST STR SP HCEQ | 115 | $1.08 萬 | <0.1% | +115 | 新進 | – |
| DFSDiscover Financial Services | COM | 109 | $1.08 萬 | <0.1% | +109 | 新進 | 歷史 |
| EQIXEquinix Inc | COM | 15 | $1.08 萬 | <0.1% | +15 | 新進 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J742 | RAFI STRATGIC US | 283 | $1.08 萬 | <0.1% | +283 | 新進 | – |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 200 | $1.09 萬 | <0.1% | +200 | 新進 | 歷史 |
| LCIDLucid Group, Inc. | COM | 1,350 | $1.09 萬 | <0.1% | +1,350 | 新進 | 歷史 |
| AGM.AFederal Agricultural Mortgage Corp | CL A | 100 | $1.09 萬 | <0.1% | +100 | 新進 | 歷史 |
| Innovator ETFs Trust45783Y889 | US EQT ACLRTD 9 | 400 | $1.10 萬 | <0.1% | +400 | 新進 | – |
| TNETTrinet Group, Inc. | COM | 136 | $1.10 萬 | <0.1% | +136 | 新進 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 143 | $1.10 萬 | <0.1% | +143 | 新進 | – |
| DNPDNP Select Income Fund Inc | COM | 1,000 | $1.10 萬 | <0.1% | +1,000 | 新進 | 歷史 |
| VRRMVerra Mobility Corp | CL A COM STK | 656 | $1.11 萬 | <0.1% | +656 | 新進 | 歷史 |
| PTCPTC Inc. | Stock | 87 | $1.12 萬 | <0.1% | +87 | 新進 | 歷史 |
| PGRProgressive Corp | Stock | 78 | $1.12 萬 | <0.1% | +78 | 新進 | 歷史 |
| GLBEGlobal-E Online Ltd. | SHS | 350 | $1.13 萬 | <0.1% | +350 | 新進 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 243 | $1.13 萬 | <0.1% | +243 | 新進 | – |
| ERIIEnergy Recovery, Inc. | COM | 496 | $1.14 萬 | <0.1% | +496 | 新進 | 歷史 |
| iShares Tr464288430 | ASIA 50 ETF | 185 | $1.15 萬 | <0.1% | +185 | 新進 | – |
| CBChubb Ltd | Stock | 59 | $1.15 萬 | <0.1% | +59 | 新進 | 歷史 |
| JBLUJetBlue Airways Corp | COM | 1,585 | $1.15 萬 | <0.1% | +1,585 | 新進 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 83 | $1.17 萬 | <0.1% | +83 | 新進 | 歷史 |
| ALGNAlign Technology Inc | COM | 35 | $1.17 萬 | <0.1% | +35 | 新進 | 歷史 |
| FCNCAFirst Citizens Bancshares Inc | CL A | 12 | $1.17 萬 | <0.1% | +12 | 新進 | 歷史 |
| Franklin Templeton ETF Tr35473P553 | US CORE BOND ETF | 542 | $1.18 萬 | <0.1% | +542 | 新進 | – |
2022 年第 4 季之後清倉（13 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 79,592 | $345.4 萬 | 0.2% | – |
| SHCRSharecare, Inc. | COM CL A | 1,190,914 | $301.3 萬 | 0.2% | 歷史 |
| ZLABZai Lab Ltd | ADR | 39,393 | $149.7 萬 | 0.1% | 歷史 |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 17,560 | $60.2 萬 | <0.1% | – |
| XYLXylem Inc. | COM | 3,793 | $40.7 萬 | <0.1% | 歷史 |
| ZMZoom Communications, Inc. | Stock | 4,859 | $37.9 萬 | <0.1% | 歷史 |
| CHPTChargePoint Holdings, Inc. | COM CL A | 29,696 | $36.1 萬 | <0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740U406 | FT VEST U.S. | 8,931 | $28.5 萬 | <0.1% | – |
| Siren ETF Tr829658301 | DIVCN LDRS ETF | 5,294 | $28.5 萬 | <0.1% | – |
| VLYValley National Bancorp | COM | 22,964 | $28.3 萬 | <0.1% | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 2,190 | $27.8 萬 | <0.1% | 歷史 |
| GPPGreen Plains Partners LP | COM REP PTR IN | 18,812 | $24.6 萬 | <0.1% | 歷史 |
| BBDCBarings BDC, Inc. | COM | 15,431 | $13.4 萬 | <0.1% | 歷史 |